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Garton & Associates Financial Advisors’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Garton & Associates Financial Advisors’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,815
Closed -$257K – 58
2026
Q1 		$257K Buy
9,815
+2,585
+36% +$68.9K 0.21% 93
2025
Q4 		$193K Buy
+7,230
New +$194K 0.11% 140

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Garton & Associates Financial Advisors's PYLD Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of PIMCO Multi Sector Bond Active ETF (PYLD) in Q2 2026, closing a stake of 9,815 shares — an estimated $257K sold.

Garton & Associates Financial Advisors first reported a position in PYLD in Q4 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2026. 688 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining PIMCO Multi Sector Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 9,815 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $257K.
  • Garton & Associates Financial Advisors first reported a position in PIMCO Multi Sector Bond Active ETF in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's PIMCO Multi Sector Bond Active ETF position peaked at $257K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.